Financial planning

Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month.

The overall retirement system in the U.S. works, but a few improvements are necessary as people need guidance on how to grow their savings, experts say; Plus, the steps retirees need to take in order to live comfortably and not outlive their money.

"We're monitoring the situation in Indiana pretty closely, and will consider a range of options," says NAPFA chief executive Geoff Brown.

Fedcoin could have a lot of benefits, such as helping unbanked buy goods and pay bills online. But about those "know-your-customer" risks...

Offering company retirement plan advice can be a shrewd strategy for advisors -- but first they must establish sound and compliant operations, especially in light of pending regulatory changes.

Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.

Tax season is supposed to be over on April 15. But among certain groups -- especially the wealthy -- filing for an extension until Oct. 15 is now routine.

In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.

For clients willing to wait for the start date, deferred income annuities can offer plump payouts.

Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.

Transferring an IRA asset to a trust is a strategy that provides the beneficiaries protection from creditors and divorce; Plus, what the proposed Medicare 'doc fix' means for seniors.

Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.

Google's attempt to capture the "stickiest" part of many online banking relationships could eventually help put it at the financial center of the consumer's life.

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.

An arbitration panel confirmed that a former advisor will pay back a promissory note to Morgan Stanley - almost 10 years after leaving the firm.

Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.

Consider a client's long-term investment goals before tax-loss harvesting; Plus, how clients plan to invest their tax returns, and ways to finance a son's or daughter's college bills through investments and tax breaks.

The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014.

Federal agencies are working on a uniform fiduciary standard, but one NYC official believes states can lead the charge.